1.800.723.2138 [email protected]

Whitby Financial Advisor

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Whitby Financial Planning & Management

Wealth Management

Our comprehensive wealth management solutions in Whitby cater to your unique financial objectives. From investment strategies to wealth preservation, we ensure your financial portfolio is robust and responsive to market dynamics.

Retirement Planning

Specializing in retirement planning, we provide Whitby residents with customized plans to secure a stable retirement income, ensuring a comfortable and financially secure post-retirement life.


Expert mortgage advice to help Whitby residents navigate the complexities of home financing, finding solutions that align with your financial goals.

Real Estate Services

Our real estate agent services in Whitby offer insights into local property markets, aiding in informed decisions for buying, selling, or investing in real estate.

Retirement Advice and Management

The Financial Advisors at Harmer Wealth deliver expert financial guidance tailored to the unique needs of Whitby residents. This service emphasizes creating a secure and prosperous retirement by integrating strategic financial planning, tax management, and practical advice. Harmer Wealth Management focuses on ensuring that the residents of Whitby have a clear, confident path to retirement, with solutions that address their specific financial goals and circumstances.

Retirement Income Planning

Harmer Wealth Management employs the innovative Paycheque Portfolio approach for retirement income planning. This strategy, unique from the traditional grow-and-sell method, focuses on generating consistent income from portfolio returns, resembling a regular paycheque. Especially beneficial during market fluctuations, it reduces the need to sell investments at lower values. Harmer Wealth Management’s approach in Whitby offers a sustainable retirement income strategy, providing peace of mind and understanding in financial planning.


of pre-retirees plan to retire later than expected to meet income or savings needs to pay for basic expenses.

Our Mission Is to Build the Foundation of a Secure Future

If you’re from Whitby, you’re right within our service area. We at Harmer Wealth Management proudly serve most of the GTA.

To contact us, simply give us a call or email. We’re always pleased to serve Whitby residents and businesses.

Phone: 1.800.723.2138

Email: [email protected]

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